Gold’s rally, Experian & Big Tech worries: The Companies and Markets Show
Dan Jones and co look at the ups and downs of the gold price, a credit scorer’s business plan and the American AI industry
Investors' Chronicle · Investors' Chronicle
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Show Notes
Gold’s recent super rally has left investors wondering what’s coming next. Alex Hamer breaks down what is driving the surge, and the recent sell-off, whether volatility is now the norm, and what analysts’ outlook is for the yellow metal.
It’s then on to the credit scoring business Experian (EXPN). The US credit scoring market has come under scrutiny recently, and Valeria Martinez unpacks how exposed the company is and what it's doing in response.
Continuing in the US, concerns persist over the world's largest economy and its reliance on tech stocks. Mark Robinson looks at what point AI needs to start delivering actual productivity gains before a correction occurs, and compares the AI boom to the dotcom era.
Timestamps
1:16 Gold
12:34 Experian
21:13 US bubble
How to spot the gold price top
Why a US credit score overhaul actually helps Experian
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